Column Capital Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $222K | Sell |
1,884
-92
| -5% | -$10.8K | 0.03% | 138 |
|
|
2023
Q2 | $212K | Sell |
1,976
-34
| -2% | -$3.65K | 0.03% | 134 |
|
|
2023
Q1 | $220K | Sell |
2,010
-206
| -9% | -$22.6K | 0.03% | 134 |
|
|
2022
Q4 | $244K | Sell |
2,216
-709
| -24% | -$78.2K | 0.04% | 109 |
|
|
2022
Q3 | $255K | Buy |
2,925
+8
| +0.3% | +$697 | 0.05% | 94 |
|
|
2022
Q2 | $250K | Sell |
2,917
-1,143
| -28% | -$98K | 0.05% | 96 |
|
|
2022
Q1 | $335K | Sell |
4,060
-150
| -4% | -$12.4K | 0.06% | 89 |
|
|
2021
Q4 | $258K | Hold |
4,210
| – | – | 0.05% | 110 |
|
|
2021
Q3 | $248K | Buy |
4,210
+1,600
| +61% | +$94.3K | 0.05% | 110 |
|
|
2021
Q2 | $165K | Hold |
2,610
| – | – | 0.03% | 138 |
|
|
2021
Q1 | $146K | Buy |
2,610
+150
| +6% | +$8.39K | 0.03% | 142 |
|
|
2020
Q4 | $101K | Sell |
2,460
-48
| -2% | -$1.97K | 0.03% | 166 |
|
|
2020
Q3 | $86K | Sell |
2,508
-449
| -15% | -$15.4K | 0.03% | 174 |
|
|
2020
Q2 | $132K | Sell |
2,957
-5
| -0.2% | -$223 | 0.04% | 124 |
|
|
2020
Q1 | $112K | Sell |
2,962
-181
| -6% | -$6.84K | 0.05% | 111 |
|
|
2019
Q4 | $219K | Buy |
+3,143
| New | +$219K | 0.11% | 81 |
|